Seg funds and annuities - Study guides, Class notes & Summaries
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Segregated funds and Annuities Exam
- Exam (elaborations) • 6 pages • 2024
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Segregated funds and Annuities Exam 
Stocks -Correct Answer-Also known as shares/equities. 
Indicators of rise and decline are seen in: 
Macro economics 
Microeconomics 
Investor feeling 
—market risk— 
CIPF protected 
Investment Dealers -Correct Answer-Sells stocks, also provides advice for client 
Discount broker -Correct Answer-Sells stocks, doesn't not provide advice for client 
Disadvantages of stocks -Correct Answer-Higher risks, commissions on each trade, not 
insurance product. 
Adv...
-
Segregated funds and Annuities Exam
- Exam (elaborations) • 6 pages • 2024
-
- $11.49
- + learn more
Segregated funds and Annuities Exam 
Stocks -Correct Answer-Also known as shares/equities. 
Indicators of rise and decline are seen in: 
Macro economics 
Microeconomics 
Investor feeling 
—market risk— 
CIPF protected 
Investment Dealers -Correct Answer-Sells stocks, also provides advice for client 
Discount broker -Correct Answer-Sells stocks, doesn't not provide advice for client 
Disadvantages of stocks -Correct Answer-Higher risks, commissions on each trade, not 
insurance product. 
Adv...
-
Segregated Funds & Annuities - Chapter 2 - Segregated Funds Exam
- Exam (elaborations) • 4 pages • 2024
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Segregated Funds & Annuities - Chapter 2 - 
Segregated Funds Exam 
A segregated fund is also known as what? -Correct Answer-An Individual Variable Contract or 
IVIC 
What investment fund would be most appropriate when an objective is to (for example) purchase 
a house in the near future, and why? -Correct Answer-Money Market Fund. 95% of the net assets 
must be invested in cash or cash equivalents such as treasury bills, short-term Government 
bonds, etc. This is the lowest-risk fund type that c...
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Segregated Funds & Annuities - Chapter 2 - Segregated Funds Exam
- Exam (elaborations) • 4 pages • 2024
- Available in package deal
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- $10.49
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Segregated Funds & Annuities - Chapter 2 - 
Segregated Funds Exam 
A segregated fund is also known as what? -Correct Answer-An Individual Variable Contract or 
IVIC 
What investment fund would be most appropriate when an objective is to (for example) purchase 
a house in the near future, and why? -Correct Answer-Money Market Fund. 95% of the net assets 
must be invested in cash or cash equivalents such as treasury bills, short-term Government 
bonds, etc. This is the lowest-risk fund type that c...
-
Seg Funds and annuities.
- Exam (elaborations) • 5 pages • 2024
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Seg Funds and annuities.
Too much month left at the end of the money?
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Seg Funds and annuities
- Exam (elaborations) • 5 pages • 2024
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Seg Funds and annuities
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